Entry-Level Personal Wealth Advisor | Banking & Investments

UOB; George Town; On-site; MYR 30,000 - 42,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd in Malaysia seeks fresh graduates for a wealth management sales role. The position focuses on marketing banking products, cross-selling to meet client needs, and building long-term customer relationships.

The role requires fluency in English, Mandarin and Malay, a diploma or bachelor’s degree, and a strong passion for wealth management and client engagement.

Qualifications

• Fresh graduates are encouraged to apply.
• Diploma or Bachelor's degree in any discipline.
• Fluent in English, Mandarin and Malay.
• Passionate about wealth management and client engagement.
• Mature, pleasant, independent and sales-focused.

Responsibilities

• Marketing and promoting banking products: Unit Trust, Insurance, and Deposits.
• Cross-selling other banking products based on customer needs.
• Manage and build long-term relationships with customers while conducting after-sales services.
• Adhere to the policies, regulatory risk and compliance.
• Obtain recognized industry qualifications such as FIMM, PCE, CEILI and IPPC upon joining.

Skills

Sales

Client engagement

Multilingual

Wealth management interest

Education

Diploma/Bachelor's degree

Job description

United Overseas Bank (Malaysia) Bhd in Malaysia seeks fresh graduates for a wealth management sales role. The position focuses on marketing banking products, cross-selling to meet client needs, and building long-term customer relationships.

The role requires fluency in English, Mandarin and Malay, a diploma or bachelor’s degree, and a strong passion for wealth management and client engagement.